Adviser Op-Ed: The Case for Custom Default Investment Solutions
Michael Volo at CAPTRUST says it makes sense that target-date solutions have evolved the same way retirement plan products have...
Tag: Managed accounts
Adviser Op-Ed: The Next Generation 401(k) Plan
Brad and Grant Arends at intellicents explain why they are committed to using managed accounts as a means of delivering...
Data Points: Customization and the QDIA
Five years ago, more than 10% of plans that offered managed accounts used them as a default. Today? Our proprietary...
Industry Views on Customized TDFs, Managed Accounts
Customization has significant appeal, but for the vast majority of participants, retirement plan experts say off-the-shelf TDFs are still a...
Investment Product and Service Launches
Northern Trust partners with Two Sigma; Lockton and Morningstar team up to offer adviser managed accounts; and firms launch TDFs...
Equitable Retirement Vision Platform Includes Fiduciary Support for Plan Sponsors
The retirement platform is also open architecture, offering a choice from more than 16,000 mutual funds and CITs.
Expect More Usage of Managed Accounts
As workforces reduce in-person interactions and strengthen online engagement, experts are anticipating an increased interest in personalized advice managed accounts.
Investment Product and Service Launches
Russell Investments releases personalized managed accounts; Broadridge and Third Economy launch ESG advisory service; and SimCorp partners with Colmore on...
Part Art, Part Science: Managed Account Due Diligence
A managed account program’s fees can be cut in half if it’s selected as a retirement plan’s default investment, although...
Nestle Sued Over Fees for Managed Accounts, Recordkeeping
The lawsuit contends that, in most cases, the managed account service added no material value to participants, creating asset allocations 'not materially different than' those of the age...
DCIIA Publishes First Paper in Series on Managed Accounts
The primer includes a review of the basics of managed accounts, a description of how they can be offered and considerations for determining if they are right for...
Investment Product and Service Launches
ISS ESG releases new ESG fund rating and EPIC Retirement releases managed account feature to service providers.
Investment Product and Service Launches
Iron Financial approves Stadion managed account on Nationwide platform; ISS ESG expands Solactive index series; and more.
Investment Product and Service Launches
Calvert launches institute for responsible investing; BNY Mellon and Wilshire Associates create TDF platform; and intellicents to use Morningstar managed...
Investment Product and Service Launches
LeafHouse and Empower partner on managed accounts; Pacific Funds partners with Oranj on income-focused mutual funds; American Century Investments releases...
QDIAs Have Evolved. They Will Again After the Coronavirus.
Many participants appear to be battled hardened from the Great Recession and are enjoying at least some measure of protection...
The Pull of Managed Accounts: Protection in Downturns
It’s not usually the best quarters in the equity markets that demonstrate the potential value of managed accounts relative to...
Investment Product and Service Launches
iJoin creates managed account program, and Ameritas launches glide-path tool for employer-sponsored plans.
Investment Product and Service Launches
Vanguard modifies managed payout fund; Transamerica launches stable value option for 403(b)s; Fidelity announces health savings mutual funds; and more.